Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.4B
AUM Growth
+$4.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,947
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$104M
3
+$73.2M
4
CAH icon
Cardinal Health
CAH
+$56.7M
5
KO icon
Coca-Cola
KO
+$53.4M

Top Sells

1
+$509M
2
+$184M
3
+$80.6M
4
PG icon
Procter & Gamble
PG
+$62.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$45.1M

Sector Composition

1 Technology 13.08%
2 Healthcare 11.54%
3 Financials 10.31%
4 Industrials 8.5%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$4.05M 0.01%
42,697
+1,726
902
$4.04M 0.01%
37,859
+30,172
903
$4.03M 0.01%
23,365
+9,144
904
$4.02M 0.01%
12,137
-4,646
905
$4.02M 0.01%
31,252
-21,650
906
$4.01M 0.01%
273,214
-18,266
907
$3.98M 0.01%
66,266
-18,599
908
$3.98M 0.01%
121,757
-15,026
909
$3.98M 0.01%
61,627
+20,860
910
$3.97M 0.01%
126,320
-8,688
911
$3.97M 0.01%
247,762
+14,747
912
$3.96M 0.01%
122,788
+27,143
913
$3.96M 0.01%
253,056
+29,410
914
$3.95M 0.01%
149,287
-11,358
915
$3.95M 0.01%
78,589
-38,924
916
$3.94M 0.01%
68,162
+15,144
917
$3.94M 0.01%
56,162
+39,844
918
$3.94M 0.01%
117,093
+9,677
919
$3.93M 0.01%
15,240
-851
920
$3.92M 0.01%
237,960
+150,319
921
$3.91M 0.01%
70,384
-98,424
922
$3.91M 0.01%
36,888
-18,022
923
$3.9M 0.01%
71,988
-6,723
924
$3.9M 0.01%
401,410
+89,678
925
$3.9M 0.01%
97,203
-3,782
35 36
37
38 39